|
1
|
Mercer Global Advisors
Denver,
Colorado
|
$251M
|
+$12.5M
|
+229,546
|
+5%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$234M
|
+$11.7M
|
+215,408
|
+5%
|
|
|
3
|
Strategic Financial Services
Utica,
New York
|
$195M
|
+$7.2M
|
+132,566
|
+4%
|
|
|
4
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$107M
|
-$78.9M
|
-1,453,736
|
-43%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$44.2M
|
+$13.8M
|
+253,844
|
+46%
|
|
|
6
|
|
$41.9M
|
-$992K
|
-18,280
|
-2%
|
|
|
7
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$30.4M
|
-$3.5M
|
-64,411
|
-10%
|
|
|
8
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$26.6M
|
+$19.8K
|
+364
|
+0.1%
|
|
|
9
|
Financial Management Professionals
Austin,
Texas
|
$20M
|
+$1.49M
|
+27,423
|
+8%
|
|
|
10
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$12.4M
|
-$7.59M
|
-139,780
|
-38%
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
$11.5M
|
+$7.78M
|
+143,319
|
+212%
|
|
|
12
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$10.8M
|
+$585K
|
+10,785
|
+6%
|
|
|
13
|
GYL Financial Synergies
West Hartford,
Connecticut
|
$10.6M
|
+$10.6M
|
+195,151
|
New
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$10.1M
|
-$229K
|
-4,213
|
-2%
|
|
|
15
|
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
|
$8.53M
|
+$1.36M
|
+25,007
|
+19%
|
|
|
16
|
United Capital Financial Advisors
Irving,
Texas
|
$8.04M
|
+$1.91M
|
+35,179
|
+31%
|
|
|
17
|
Addison Advisors
Middlebury,
Vermont
|
$7.18M
|
+$303K
|
+5,581
|
+4%
|
|
|
18
|
Bank of America
Charlotte,
North Carolina
|
$6.69M
|
+$208K
|
+3,827
|
+3%
|
|
|
19
|
55I LLC
Boston,
Massachusetts
|
$6.28M
|
-$4.06M
|
-74,775
|
-39%
|
|
|
20
|
Cerity Partners OCIO
New York
|
$6.21M
|
+$148K
|
+2,729
|
+2%
|
|
|
21
|
|
$5.02M
|
-$4.41M
|
-81,237
|
-47%
|
|
|
22
|
MML Investors Services
Springfield,
Massachusetts
|
$4.91M
|
+$441K
|
+8,134
|
+10%
|
|
|
23
|
Wade Financial Advisory
Campbell,
California
|
$4.75M
|
+$707K
|
+13,020
|
+18%
|
|
|
24
|
Allworth Financial
Folsom,
California
|
$4.18M
|
+$10.4K
|
+192
|
+0.3%
|
|
|
25
|
First Ascent Asset Management
Denver,
Colorado
|
$3.54M
|
+$649K
|
+11,960
|
+23%
|
|
